“Stay in your seat come times of trouble. It’s only people who jump off the roller coaster who get hurt.” – Paul Harvey, American radio broadcaster for the ABC Radio Networks Over the last five years you have received our Monthly Insight letter. The purpose of...
August 2019 Monthly Insight – How Long Do You Plan To Live?
"The oldest old—people age 85 or older—constitute the fastest growing segment of the U.S. population… And living to 100 is becoming increasingly commonplace." – National Institute of Aging, U.S. Department of Health & Human Services A large majority of you, our...
Do You Need to Sign Up for Medicare at 65 if You’re Still Working?
For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for Social Security, and enroll in Medicare. Not anymore. Since then, the retirement landscape has changed. Full retirement age for Social Security is 66 or 67....
October 2018 Monthly Insight: Becoming a Lifelong Student of Investing
“Tell me and I forget. Teach me and I remember. Involve me and I learn.” —Benjamin Franklin Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details. You need guidance from an expert....
10 Common Medicare Questions Answered
With the baby boom generation entering retirement, many have questions about Medicare. People are confused—both about how the system works, and how these inner workings affect their retirement decisions. These ten questions address some of the most common sources of...
Get Ready for 7 Serious Life Transitions Ahead
Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full article.
Retirement Income: Which Accounts to Tap First
Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. Click the thumbnail below to read the full article.
July 2018 Monthly Insight: 5 Steps to Reducing Health Care Costs in Retirement
"Most Americans understand that annual health care costs have been growing faster than inflation for some time." - Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be...
No-Regrets Lessons From a Man at Death’s Door
What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you’re spending time on things that don’t matter, here’s a chance to rethink your plan. Click...
Developing a Realizable Vision for Retirement
Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re...